Before we head to Customized KPIs & Traffic Light Settings in BorgDesk ERP (MIS Module), we need to understand it first .
1.What is the MIS Module in BorgDesk Workplace Account?
The BorgDesk Workplace MIS (Management Information System) module is a performance-tracking dashboard that allows you to monitor eachemployee’s monthly and previous-month KPIs, productivity, and comparative performance.
2. Why should I set customized KPIs?  

• Track employee performance accurately with Set role-based or department/ module -wise expectations
• Compare current vs previous month performance
• Identify improvement opportunities quickly
• Automate performance monitoring with traffic light indicators

3. How do I access and set the KPI settings inside the MIS Module?. 

1. Log in to your BorgDesk Workplace account & Click on the MIS Module from the right side module menu.
   
   
    
2. Open the MIS Reports Module Icon at the top right .
   
3. Select KPI Configuration / KPI Settings.

4.Inside Set KPI Values / KPI Settings:

• Select / create new percentage slabs  for each module as per your organization needs.
• Choose the measurable KPIs you want to track (sales, tasks, attendance, follow-ups, etc.).
• Enter the From % To % & Marks or weightage.
• Save the configuration.
  The system will begin tracking performance immediately.

5. Next, How do I customize the Settings-Traffic Light Report?

From the Settings-Traffic Light Report:

• Set the Average  Assigned Task/Tickets/ Attendance/Customer Conversion % per month
• Open Traffic Light Configuration.
• Set numeric ranges for each KPI (e.g., >90% =  Green , 70–89% =  Yellow , <70% =  Red ).
• Apply settings and save.

6. How does the MIS module compare the current month with the previous month?

• Once KPIs are set, the system auto-fetches current month performance data.
• It also retrieves previous month results.
• The dashboard then highlights the difference through numeric values and traffic lights.
  This helps you instantly see improvement or decline.

7. Can I edit the KPIs later?
Yes. You can modify, remove, or add KPIs anytime from the MIS settings.
The updated targets are applied from that date onward.

8. Who can configure KPI and traffic light settings?
Only users with Admin or MIS Configuration Permissions can update the KPI settings. Regular employees can view their performance but cannot edit the KPIs.

9. Do employees get alerts for KPI performance?
Yes. Based on setup, employees may receive:

• Performance summary
• Alerts for critical KPI status (Red signals)
• Monthly comparison reports

10. How soon are KPI results updated?
The system updates in real time whenever new attendance, task, sales, or workflow data is entered.

11. Can I export or download the KPI report?
Yes. MIS reports can be downloaded in:PDF

Admin

December 09, 2025

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